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Your super will do the heavy lifting once you stop working, so it pays to get it right. Our team gives you clear, personalised superannuation advice in Sydney, from making smarter contributions and getting the right investment mix, to consolidating multiple super accounts and building an income that lasts.
Set yourself up for the retirement you want
Your dream retirement is well within reach, and the earlier you plan for it, the more you can unlock. With the right superannuation strategy, the money you are already putting away can work harder, grow faster and go further, giving you real choice about how you enjoy life after work.
That is where retirement planning in Sydney with Sheffield comes in. We help you picture the retirement you want, map out what it takes to get there, and turn your super and investments into a steady, tax-effective income. Whether retirement is decades away or already here, there is always an opportunity to improve your position.
Take direct control of your super, with guidance on setup, the rules, costs and investment strategy.
Find out whether investing in property inside super suits your goals, and how to do it the compliant way.
Turn your super into a reliable, tax-effective income designed to last throughout your retirement.
Track down lost and duplicate accounts and combine them, so you stop paying fees you do not need to.
Make the most of your concessional and non-concessional contributions to grow your super sooner, and more tax-effectively.
OUR PROCESS
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A free, no-pressure chat about your goals, timeline and current super position.
02.
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A written plan in plain English, covering contributions, investments, income and insurance.
03.
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We handle the paperwork and liaise with your funds and providers, so you do not have to.
04.
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Ongoing check-ins that keep your plan on track as markets, rules and your life change.
WHY SHEFFIELD FINANCIAL GROUP
We specialise in getting your contributions, investments and retirement income working together.
Straightforward guidance with every fee explained up front, before you commit to anything.
Led by Gus Taylor, named Young Financial Planner of the Year, with advice that always puts you first.
There is no single figure. It comes down to the lifestyle you want, when you plan to retire and your other assets. We model your personal target and map out the steps to reach it.
Sooner is better, because your super has more time to grow, but it is never too late. There are strategies that can strengthen your position at almost any age or stage.
Depending on your situation, it may be beneficial. If you are holding several accounts or have lost super, we can bring them together where it saves you fees and keeps more of your money invested.
Yes. Our Sydney-based advisers provide personalised superannuation advice and retirement planning, authorised through Lifespan Financial Planning (AFSL 229892).
We start with your goals and current position, recommend a tailored strategy, help put it in place, then review it regularly to keep you on track.
Yes. Your discovery call is complimentary and obligation-free, so we can understand your situation before recommending any advice.
Sheffield Financial Group Pty Ltd. Authorised Representative Number 1246916. Corporate Authorised Representatives of Lifespan Financial Planning Pty Ltd | AFSL Number 229892.
Registered Address 320 Pitt St, Sydney NSW 2000 (by appointment only).
Copyright © 2026 Sheffield Financial Group.